Merrill Lynch Financial Advisor James Shaw

Services Offered

• Investment advice
• Financial planning
• Risk assessment
• Liquidity management

About

James Shaw is a financial advisor based in Princeton, New Jersey, affiliated with Merrill Lynch. He offers investment advice and strategies tailored to individual client needs, focusing on understanding life goals, risk tolerance, time horizon, and liquidity requirements. As a Chartered Financial Analyst (CFA) and Certified Financial Planner (CFP®), James provides comprehensive financial planning services. He serves a diverse clientele, helping them navigate their financial journey with informed decision-making.

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